Shaun P.
Advisor @ Monocle
About
Customer Success leader with over 15 years of experience developing global, hybrid, and fully remote teams with an emphasis on accelerating product adoption and driving predictable revenue retention/NRR growth through improved cross-functional collaboration and proactive customer-centric operational strategies. I lead with kindness, creativity, and humility. My influences include — Kim Scott (Radical Candor), Diana Chapman (Conscious Leadership), Jocko Willink (Extreme Ownership), and Stephen Covey (7 Habits). Extensive experience across category-leading early and growth stage companies pre/post M&A through transitioning to a large matrixed organization. Operates with a data-driven mindset to effectively problem-solve and lead change management for customer-facing teams scaling thousands of SMB’s in a product lead growth environment to building world-class customer experiences to drive outcomes for Fortune 500 enterprises and strategic technology organizations spending tens of millions annually. Proven track record building, leading, and mentoring high-performing customer-facing teams delivering software and services to executive stakeholders, and driving value realization at a global scale. Expertise in SaaS solutions for Sales, Marketing, CX, HR Tech, Design/Dev collaboration, and Data Visualization. Specialties: • Forecasting growth and creating predictable revenue • Creating an operational cadence to accelerate onboarding and product adoption while mitigating churn • Account Management - Ownership of commercials (Retention and Expansion targets) • Professional Services and Customer Support - Scaling Revenue and Operations • Value realization frameworks to reinforce customer ROI • Collaborating cross-functionally to establish organizational alignment and lead change management • Creating effective Customer Marketing • Voice of the Customer, Customer Advisory Boards, and Case Studies • SaaS, Online Advertising, Mobile App, and eCommerce Business Models • Pre/Post Sales Strategic Partnerships • Performance development, mentorship, and retaining exceptional talent • P&L Responsibility and Capacity Planning Also, an internationally published automotive photographer.
United States
San Mateo
Computer Software
AI Agents, Go-to-Market Strategy, Customer Success Strategy, Customer Retention, Expansion / Upselling, Net Revenue Retention (NRR), Scaled Customer Success, AI / Automation, Global Customer Success, Revenue Growth, Enterprise Software, customer success, Entrepreneurship, Start-ups, Communication, Problem Solving, Customer Onboarding, Software as a Service (SaaS), Business Workflows, Management by Objectives
Experience

Head of Customer Success
Hexus is the first AI-powered platform built to streamline product content at scale. From interactive demos and sales collateral to documentation, Hexus helps teams create, update, and repurpose content faster and more consistently than ever. No more juggling multiple tools. Hexus is your new stack for driving engagement and conversion.

Limited Partner
San Francisco, California, United States
We invest at seed across SaaS where Customer Success plays a crucial role and where Net Revenue Retention, a key Customer Success metric, becomes one of the largest drivers of enterprise value. We believe that in a world where the pace of innovation accelerates and traditional technology moats erode, customers—and knowing and supporting customers at a deeper level—is the currency upon which the application layer in a world with AI will be built. Our investment focus centers on software that enhances customer experiences and improves the effectiveness of those that serve customers. Our investor base includes over 110 LPs, many of whom are Chief Customer Officers from industry giants like Toast, Slack, GitHub, Braze, MuleSoft, Notion, Aurora Solar, and more. What sets SuccessVP apart is our unmatched expertise in guiding founders on a journey to world-class NDR, a process that starts the moment they get their first customer.

Limited Partner, Stage 2 Capital Catalyst
San Francisco, California, United States
The Stage 2 Capital Catalyst supports early stage B2B software companies in scaling their businesses by combining Venture Capital and Go-To-Market, empowering founders with hands-on coaching from an unrivaled network of go-to-market leaders.

Board Member & Community Director
CxXchange is a diverse community of post-sales leaders, individual contributors, and professionals deeply committed to honing our craft through curiosity, practical learning, and continuous improvement. CxXchange started in March 2022 as #CSOfficeHours, a weekly virtual meetup for Customer Success leaders, CSMs, and professionals from various disciplines transitioning into CS. Since then the CxXchange has expanded to include a variety of resources including a Slack community, monthly book club, job search guidance, and Collaboration Groups (mastermind) for Customer Success Leaders and CSM's.

Advisor | Mentor | Fractional Leadership
I enjoy helping early-stage companies build exceptional post-sales teams through improved cross-functional collaboration and proactive customer-centric operational strategies. I take a practical data-driven approach to guide founders and leadership teams on actionable and efficient strategies to build customer advocacy, accelerate product adoption, improve value realization, and drive predictable revenue retention/NRR growth. Other areas I can help include Customer Success strategy, go-to-market strategy, establishing product-market fit, competitor analyses, performance development, and staffing. Interested in coaching or joining a Mastermind group of experienced operators? I'm also focused on the following initiatives to help those seeking new roles and mentorship in their current role: -Community Director, Customer Success Leader Collaboration Groups, Success Office Hours, CxXchange — www.thecxxchange.com -CSM Coach, Recast Success — www.recastsuccess.com/ Book time on my calendar https://cal.mixmax.com/shaun/connect15

Founding Member
Gain Grow Retain is a free, open community for Customer Success leaders in B2B SaaS organizations. The community is designed to support leaders of all organizations to get access to direct, actionable support from their peers. Our goal is to facilitate best practice discussion, helping to tease out what organizations big and small are implementing to better serve their customers. I regularly contribute through our online community platform, weekly leadership office hours, and mentorship of emerging leaders.

Director, Customer Success
San Francisco Bay Area
Recruited by the VP of Customer Success and Account Management to lead a team of exceptional Customer Success leaders responsible for account portfolios focused on Checkr’s top 15 strategic ‘Named’ customers. Collaborated on the transformation of the largest segment in the Customer Success organization (>$100M ACV) by driving proactive engagement to maximize customer value, strengthening executive relationships, increasing product adoption, and driving predictable revenue retention/NRR growth. Key accomplishments included: ► Expanded Checkr’s product footprint (12X% NRR) through strengthening relationships and emphasizing value realization with key executive stakeholders, and continuous improvement of customers' direct API integrations to the platform. ► Delivered $10M in operational cost savings across multiple strategic accounts through the completion of several cross-functional projects designed to improve workflow efficiency and fulfill new customer-requested functionality, further increasing Checkr's product footprint and 'stickiness.' ► Partnered with Account Management to secure the renewal of >$30M in multi-year committed contracts with strategic customers. Checkr’s platform makes it easy for thousands of customers to hire millions of people every year by using advanced background check technology. Checkr's platform helps companies understand the dynamics of the changing workforce, bring transparency and fairness to their hiring, and build a better future for today's workforce.

Advisor
Customer Success leadership advisory board member. Nuffsaid was acquired in January 2023. Nuffsaid helps Customer Success teams become proactive. It centralizes your core data and apps to focus CSMs on the right tasks with the highest impact customers.
Shaun P.'s Contact Information
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